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Investor No. Account No. Addendum Federal LOCKED IN RSP ADDENDUM TO THE DISCARDING FUNDS AND GUARANTEED INVESTMENT RETIREMENT SAVINGS PLAN (RSP 168007) FOR LOCKED IN PENSION TRANSFERS TO A LOCKED
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How to fill out addendum federal locked-in rsp

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How to fill out addendum federal locked-in rsp:

01
Obtain the addendum form: First, you need to obtain the addendum form for the federal locked-in registered savings plan (RSP). You can usually get this form from your financial institution or pension plan administrator.
02
Read the instructions: Take the time to carefully read the instructions provided with the addendum form. This will give you a clear understanding of how to fill out the form correctly and avoid any mistakes.
03
Fill in personal information: Begin by filling in your personal information, including your name, address, social insurance number, and any other relevant details requested on the form. Make sure to provide accurate and up-to-date information.
04
Specify the locked-in RSP account details: Indicate the specific locked-in RSP account that the addendum relates to. This may include providing the account number, the financial institution or pension plan administrator's name, and any other required details to identify the account.
05
State the purpose of the addendum: Clearly state the purpose of the addendum, such as requesting a modification to the investment options, updating beneficiary information, or any other changes you want to make to the locked-in RSP account.
06
Provide supporting documentation: If the addendum requires supporting documentation, such as proof of identity or other necessary forms, ensure you attach them securely to the completed addendum form. If unsure, consult the instructions or seek guidance from your financial institution or pension plan administrator.
07
Review and sign the addendum: Carefully review all the information you have provided in the addendum form to ensure accuracy. Then, sign and date the form as required. Your signature confirms that the information provided is true and complete to the best of your knowledge.

Who needs addendum federal locked-in rsp:

01
Individuals with a federal locked-in RSP: The addendum for federal locked-in RSP is needed by individuals who hold a registered savings plan that is subject to federal regulations. This could include individuals who have a locked-in RSP from a previous employer's pension plan or individuals who have transferred their locked-in funds into a federal jurisdiction.
02
Those seeking to make changes to their locked-in RSP: The addendum is necessary for individuals who want to make changes to their federal locked-in RSP account. This could involve updating investment options, updating beneficiary designations, or any other modifications allowed within the regulations governing the locked-in RSP.
03
Individuals directed to complete the addendum: In some cases, individuals may be specifically directed by their financial institution or pension plan administrator to fill out the addendum form for administrative or regulatory reasons. It is important to follow these instructions to ensure compliance with the relevant rules and regulations governing the locked-in RSP.
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Addendum federal locked-in rsp is a form required to be filed by certain individuals who have locked-in retirement savings plans.
Individuals with locked-in retirement savings plans are required to file addendum federal locked-in rsp.
Addendum federal locked-in rsp can be filled out online or by mail, following the instructions provided on the form.
The purpose of addendum federal locked-in rsp is to report specific information about locked-in retirement savings plans to the federal government.
Information such as account details, contributions, and withdrawals must be reported on addendum federal locked-in rsp.
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